Overview
Key Duties (Including but not limited to):
1. Providing high-quality, tailored investment advice to trustee and corporate clients, drawing on strategic insight and innovative thinking
2. Managing a portfolio of clients, nurturing relationships and ensuring their needs are met with clarity and confidence
3. A track record of providing investment advice to corporate and/or trustee clients
4. Supporting the development of their consulting capability by coaching and mentoring colleagues.
5. Playing an active role in new business activity; contributing ideas, developing tenders, preparing pitches and presenting as part of the team.
Qualifications required:
6. Likely to be FFA/FIA or CFA qualified, or otherwise appropriately authorised to provide investment advice
Experience required:
7. Experience working within the pensions industry
8. Knowledge of the DC market – covering areas such as auto enrolment, Chair’s Statements, disclosure requirements, Statements of Investment Principles and private market investments
9. Experience of advising on AVC arrangements (advantageous)
10. Confidence using Microsoft Word, Excel and PowerPoint